DOL Fiduciary Lawsuit Said to Be in Offing
The suit could be filed today, Thursday or next week, an industry official says.
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25
If you want to understand how technology can make advisors of all kinds more efficient, listen to Tamarac | Envestnet's Stuart DePina.
eMoney Experiencing ‘Tremendous’ Growth, Firm’s CEO Says
Firms are shifting away from their own technology and toward scalable platforms as they adapt to the DOL fiduciary rule, CEO Ed O’Brien says.
Richard Sincere: Fee-Only and Philanthropy Advocate — The IA 25
Richard Sincere believes advisors can make a big difference in clients' lives, far beyond investment performance, and encourages entrepreneurial philanthropy.
Neesha Hathi: Schwab’s Digital Evangelist — The 2016 IA 25
After 12 years at Schwab in various leadership roles, Neesha Hathi recently moved to the firm's retail business.
Top 7 Most Honored People in IA 25 History
The 2016 IA 25 focused on the less well-known operators in the advisory industry, but you'll probably see these familiar faces again soon.
Mark Kantrowitz: College Financing Ace —The 2016 IA 25
It’s not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.
Marty Bicknell: An Innovator Entrepreneur — The 2016 IA 25
Marty Bicknell, the CEO of Mariner Holdings, is above all an innovator who knows how to build a company from the bottom up.
Marilyn Mohrman-Gillis: CFP Board's Public Policy Kickstarter — The 2016 IA 25
Mohrman-Gillis has lobbied lawmakers and regulators to ensure that the CFP Board has a legitimate seat at the public policy table.
Lori Hardwick: Pershing's Advisor Advocate — The 2016 IA 25
It's important for advisor partner leaders to listen to their clients, and not just "hear what you want to hear," says the new Pershing COO.